Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 749 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,170
shares
|
$80,226
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,100
shares
|
$75,426
0.0% of portfolio
|
Q3 2024
Reduced 71.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,087
shares
|
$74,535
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,066
shares
|
$73,095
0.06% of portfolio
|
Q3 2024
Reduced 87.92%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,060
shares
|
$72,684
0.0% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,038
shares
|
$71,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,029
shares
|
$70,558
0.01% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,007
shares
|
$69,049
0.01% of portfolio
|
Q2 2024
Added 594.48%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$68,570
0.02% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
982
shares
|
$67,335
0.01% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
976
shares
|
$66,924
0.03% of portfolio
|
Q2 2024
Added 21.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
965
shares
|
$66,170
0.0% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
884
shares
|
$60,615
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
873
shares
|
$59,861
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
872
shares
|
$59,793
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
868
shares
|
$59,518
0.01% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
823
shares
|
$56,433
0.01% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
819
shares
|
$56,158
0.01% of portfolio
|
Q3 2024
Reduced 75.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
815
shares
|
$55,884
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
800
shares
|
$54,855
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
800
shares
|
$54,855
0.0% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
800
shares
|
$54,855
0.0% of portfolio
|
Q2 2023
Reduced 2.79%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
798
shares
|
$54,718
0.02% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
790
shares
|
$54,170
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
787
shares
|
$53,964
0.01% of portfolio
|
Q1 2024
Reduced 6.64%
|